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  1. Client Insights - Ability to export to Excel

    10 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Marc Smith supported this idea  · 

  2. Xero HQ | Insights - Ability to filter by client group

    8 votes

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    submitted  ·  3 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Marc Smith commented  · 

    Additional filtering/searching/sorting/exporting would be a really useful addition to the current functionality.

    Marc Smith supported this idea  · 

  3. Xero BAS - Finalise BAS in a Xero file connected to the ATO, without submitting to the ATO

    5 votes

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    1 comment  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hey team, just wanted to give you a quick update on this idea that's been in "Under review" for a bit.

    While we did explore this further, we unfortunately had to put it on hold for now. We totally get how improving these connections would help you here.

    It is still on our radar, and as soon as we can dedicate more focus to it, I'll share any news and progress with you.

    An error occurred while saving the comment
    Marc Smith commented  · 

    We have the issue where the client has connected to the ATO but now can't prepare/lodge early unless they break the connection and go back to manual reports. Feels like the 'new' version is a backward step. Ideally, if the return is present on the ATO portal then it should be available to prepare early even if not yet due.